James Smith is Head of Ecosystem at the Ethereum Foundation.
In this episode, we unpack everything Ethereum is building right now, some of it driven by initiatives at the Ethereum Foundation. From breakthroughs in zk technology and privacy to a growing wave of real-world asset tokenization poised to bring trillions onchain, this conversation highlights why we remain laser-focused on Ethereum. Our guest, James, is among the best at bridging the gap between builders and listeners, breaking down what’s being built across the Ethereum ecosystem in simple, relatable terms.
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🔗 Essential Show Links 🔗
► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/
------
The Edge Podcast Sponsor Resources
♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE
♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS
🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD
🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD
⚔️ KATANA | DEEP LIQUIDITY & REAL YIELD
🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR SCALE
🌊 RIVER | A CHAIN-ABSTRACTION STABLECOIN SYSTEM
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
------
Timestamps
0:00 - Intro
6:37 - James's background
10:06 - Philosophical differences that make Ethereum different
18:37 - Ethereum Foundation’s new focus vs legacy EF
24:31 - The incentives just make sense on Ethereum
27:55 - Sponsor break
29:11 - “The internet has no CEO," understanding decentralization
37:14 - All the ways Ethereum is cooking
39:30 - Building products for Wall St’s backend
40:24 - Why zk is an enormous breakthrough
44:20 - Sponsor break
45:40 - Privacy will be a feature for many on Ethereum
50:33 - Tokenization of RWAs on Ethereum is up only
52:22 - What the Fusaka upgrade means for all of us
54:12 - Future surprises coming from EF
57:40 - The most misunderstood thing about the EF
58:58 - Closing
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🔗 Guest Links 🔗
► EF website: https://ethereum.foundation/
► EF on X: https://x.com/ethereumfndn
► James Smith on X: https://x.com/james_gaps
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All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad and Nomatic both are long term ETH holders. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
Ruca is Head of Growth and Giel (aka deepcryptodive) is Head of Risk Curation at kpk.
In this episode, we discuss the role of DeFi's risk curators, the individuals and teams responsible for assessing, pricing, and managing risk across DeFi lending markets and tokenized yield vaults. We talk about how risk curation has become both an essential service and a risky business of its own, as witnessed firsthand in Stream Finance's recent xUSD blowup.
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🔗 Essential Show Links 🔗
► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/
------
The Edge Podcast Sponsor Resources
♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE
♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS
🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD
🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD
⚔️ KATANA | DEEP LIQUIDITY & REAL YIELD
🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR SCALE
🌊 RIVER | A CHAIN-ABSTRACTION STABLECOIN SYSTEM
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
------
Timestamps
0:00 - Intro
5:34 - History of kpk
9:38 - What is the job of a risk curator in DeFi?
13:53 - Distinguishing between permissionless lending markets and vaults
24:23 - What happened with Stream Finance and xUSD?
32:52 - Sponsor break
34:07 - How do risk curators make money?
38:07 - The role of risk ratings in DeFi
41:34 - Could risk curators run liquid strategies in their own markets/vaults?
46:24 - Sponsor break
47:43 - Risk of hard-coded fundamental oracles vs market price oracles
57:06 - DeFi must prioritize safety over higher yields
1:01:26 - kpk’s approach to risk curation
1:05:30 - kpk’s retail-facing DeFi product suite
1:07:11 - Closing
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🔗 Guest Links 🔗
► kpk website: https://kpk.io/
► kpk on X: https://x.com/kpk_io
► Giel on X: https://x.com/deepcryptodive
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All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
RightSide is a Core Contributor at Pendle and Vivaldi is a CoFounder at Symphony.
In this live session of Yield Talks, we explore whether AI can improve upon the work of human curators in evaluating, managing, transacting, and securing DeFi markets.
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🔗 Essential Show Links 🔗
► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/
------
The Edge Podcast Sponsor Resources
♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE
♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS
🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD
🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD
⚔️ KATANA | DEEP LIQUIDITY + REAL YIELD
🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE
🌊 RIVER | A CHAIN-ABSTRACTION STABLECOIN SYSTEM
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
------
Timestamps
0:00 - Intro
4:13 - Guest backgrounds
6:44 - Pendle’s view on the role of AI in DeFi
10:28 - Pendle x Symphony integration and how AI plays a role
14:09 - What Symphony’s working on
17:46 - Sponsor break
19:02 - How will the average Pendle user benefit from AI?
24:55 - How can AI make DeFi safer for users?
30:31 - What is the Virtuals Agent Commerce Protocol (ACP)?
32:57 - Sponsor break
34:18 - Explaining x402, the internet-native payment protocol
37:56 - Discerning which AI agents are more skilled
40:47 - Closing
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🔗 Guest Links 🔗
► Symphony website: https://www.symphony.io/
► Vivaldi on X: https://x.com/vivaldi0x
► Pendle website: https://www.pendle.finance/
► Rightside on X: https://x.com/rightsideonly
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All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad and Nomatic are investors in Symphony. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
Michael Egorov is the Founder of Curve and yieldbasis.
In this episode, the legendary DeFi founder walks us through his newly launched protocol called yieldbasis on Ethereum, designed to deliver the best Bitcoin yield yet. We explore how it works, its synergy with Curve, and how it aims to deliver a competitive yield-bearing version of BTC onchain in nearly any market conditions.
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🔗 Essential Show Links 🔗
► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/
------
The Edge Podcast Sponsor Resources
♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE
♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS
🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD
🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD
🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE
🌊 RIVER | A CHAIN-ABSTRACTION STABLECOIN SYSTEM
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
------
Timestamps
0:00 - Intro
5:43 - Building Curve Finance since 2020
8:36 - Why build yieldbasis?
11:53 - The challenge to productize BTC yield
19:13 - How does yieldbasis work?
25:27 - Sponsor break
26:29 - Current BTC yields and performance
28:20 - Synergy between Curve and yieldbasis
32:10 - Earning BTC yield vs YB emissions
34:19 - Why another protocol, why another token?
36:19 - What’s new with YB tokenomics?
38:50 - Why will users lock veYB?
42:41 - Sponsor break
44:00 - Potential for yieldbasis to work with BTC DATs
44:49 - Understanding risks in yieldbasis
48:55 - Performance during the recent Oct 10 crash
51:25 - How big can yieldbasis scale to?
53:22 - Exploring future assets for yieldbasis
55:47 - Current TVL campaign, plus future caps raise
1:02:47 - Closing
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🔗 Guest Links 🔗
► yieldbasis website: https://yieldbasis.com/
► yieldbasis on X: https://x.com/yieldbasis
► Michael Egorov on X: https://x.com/newmichwill
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All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad and Nomatic both hold BTC. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
Bartek Kiepuszewski is the Founder of L2BEAT.
In this episode, Bartek breaks down the current landscape of Ethereum’s L2 ecosystem, from how L2s are categorized by stage, to what defines true decentralization, and why transparency remains a part of the foundation of Ethereum's social layer.
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🔗 Essential Show Links 🔗
► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/
------
The Edge Podcast Sponsor Resources
♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE
♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS
🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD
🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD
🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE
🌊 RIVER | A CHAIN-ABSTRACTION STABLECOIN SYSTEM
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
------
Timestamps
0:00 - Intro
6:44 - Bartek’s background
9:57 - Is Ethereum headed in the right direction?
12:27 - Why Ethereum and L2s need L2BEAT
19:51 - L2BEAT, the Rotten Tomatoes of L2s
24:39 - Sponsor break
25:41 - How L2BEAT is funded as a public good
30:58 - Defining an Ethereum L2
34:35 - How does an L2 derive security from Ethereum L1?
42:11 - The three distinct stages of an L2
47:14 - What do Arbitrum and Base need to progress to Stage 2?
53:44 - Sponsor break
55:04 - Thoughts on based rollups
57:03 - Why might Robinhood have chosen to build an Ethereum L2?
1:00:30 - Justified criticisms of L2s
1:04:53 - What is Data Availability (DA)?
1:11:37 - The fundamental role of zk scaling Ethereum
1:16:19 - A future of zk-powered DeFi
1:20:06 - Closing
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🔗 Guest Links 🔗
► L2BEAT website: https://l2beat.com/
► Support L2BEAT: https://l2beat.com/donate
► L2BEAT on X: https://x.com/l2beat
► Bartek on X: https://x.com/bkiepuszewski
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All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
Laurence Day is the CoFounder and CEO of Wildcat Labs.
In this episode, we explore how Wildcat is reinventing private credit onchain, building what Laurence calls “the Craigslist of private credit.” We explore why DeFi is ready to scale undercollateralized lending, the money multiplier effect to follow it, and how Wildcat aims to be a foundational primitive to make borrowing and lending more open, flexible, and accessible for everyone.
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🔗 Essential Show Links 🔗
► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/
------
The Edge Podcast Sponsor Resources
♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE
♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS
🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD
🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD
🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE
🌊 RIVER | A CHAIN-ABSTRACTION STABLECOIN SYSTEM
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
------
Timestamps
0:00 - Intro
6:58 - Laurence’s background
10:57 - Why keep building after the Indexed exploit?
16:15 - The opportunity for undercollateralized loans in DeFi
22:28 - Sponsor break
23:31 - The money multiplier effect for DeFi
28:38 - The elevator pitch for Wildcat
30:19 - Who is Wildcat built for?
35:20 - Can Wildcat legally go after borrowers?
41:36 - Sponsor break
42:55 - Usual terms for Wildcat lenders and borrowers
45:45 - Considerations for Wildcat after Oct 10th market crash
56:32 - Innovations coming to Wildcat
1:07:28 - Closing
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🔗 Guest Links 🔗
► Wildcat website: https://wildcat.finance/
► Wildcat on X: https://x.com/wildcatfi
► Laurence on X: https://x.com/functi0nZer0
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All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
James Craig is the Director of the movie Code Is Law.
In this episode, we go behind the scenes of Code Is Law: Crypto’s Unstoppable Heists, a new documentary retracing the history of DeFi’s biggest smart contract exploits. James walks us through the fascinating stories he investigated behind these famous hacks, including The DAO, Indexed Finance, KyberSwap, and Mango Markets. Plus, how the human stories behind these events continue to shape Ethereum and DeFi's culture, law, and future.
Code Is Law is available to stream on Amazon Prime Video, Apple TV+ and YouTube Movies starting today, October 21st.
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🔗 Essential Show Links 🔗
► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/
------
The Edge Podcast Sponsor Resources
♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE
♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS
🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD
🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD
🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET
🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE
🌊 RIVER | A CHAIN-ABSTRACTION STABLECOIN SYSTEM
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
------
Timestamps
0:00 - Intro
10:02 - How James got interested in DeFi exploits
14:24 - The story behind The DAO hack
20:14 - Sponsor break
21:14 - The aftermath of The DAO
29:16 - The Indexed Finance hack
34:27 - The story behind the Indexed hacker
36:57 - Sponsor break
38:16 - The debate over exploits vs ‘code is law’
46:21 - The KyberSwap attack
51:57 - The bravado and ego of a hacker
54:31 - The Eisenberg case with Mango Markets
59:41 - Closing
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🔗 Guest Links 🔗
► Code Is Law website: journeyman.tv/film/8785
► Code Is Law on X: https://x.com/CodeIsLawFilm
► James Craig on X: https://x.com/jamescraig1111
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All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
Billy Luedtke is the Founder of Intuition.
In this episode, we explore how Intuition is building a new decentralized network for reputation, trust, and decision-making on Ethereum. Plus, why this could be the foundation for a universal knowledge graph that reshapes how we share and verify information online.
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🔗 Essential Show Links 🔗
► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/
------
The Edge Podcast Sponsor Resources
♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE
♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS
🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD
🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD
🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET
🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE
🌊 RIVER | A CHAIN-ABSTRACTION STABLECOIN SYSTEM
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
------
Timestamps
0:00 - Intro
7:52 - Billy’s early start with Bitcoin and Ethereum
18:11 - Why Ethereum is still objectively our best option
23:28 - Sponsor break
24:28- Importance of decentralized identity
32:21 - Why we need Intuition
37:09 - Why Intuition needs Ethereum
38:53 - Sponsor break
40:12 - Early use cases for Intuition
49:56 - TRUST token powers Intuition
55:26 - What’s next for Intuition?
56:59 - Closing
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🔗 Guest Links 🔗
► Intuition website: https://www.intuition.systems/
► Intuition on X: https://x.com/0xintuition
► Billy Luedtke on X: https://x.com/0xbilly
------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
Behrin is the Founder of Neutrl Labs.
In this episode, Behrin reveals how Neutrl is bringing a new yield to DeFi with asymmetric stablecoin returns powered by OTC arb strategies. We explore how their synthetic dollar NUSD and the yield-bearing form sNUSD work, why it reminds us of Ethena, and what makes their approach stand out in today’s market.
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🔗 Essential Show Links 🔗
► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/
------
The Edge Podcast Sponsor Resources
♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE
♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS
🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD
🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET
🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE
🌊 RIVER | A CHAIN-ABSTRACTION STABLECOIN SYSTEM
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
------
Timestamps
0:00 - Intro
7:46 - Behrin’s background
8:54 - Overview of OTC arbitrage strategy
10:50 - The mission at Neutrl
12:44 - The market conditions for Neutrl’s trading strategies
14:23 - Who does Neutrl work with?
15:40 - Average duration and terms for OTC deals underpinning Neutrl
16:37 - Example of a Neutrl strategy
19:15 - Sponsor break
20:15 - Will Neutrl strategies work in a bull, bear, flat market?
21:49 - Can Neutrl’s trading system benefit foundations selling tokens?
23:55 - Composition of Neutrl’s yield strategies
25:42 - Could a token dumping benefit the Neutrl OTC strategy?
29:07 - Which tokens fit Neutrl’s criteria for the strategy?
30:57 - Dumbing down the Neutrl OTC arb
32:36 - Sponsor break
33:55 - Understanding NUSD vs sNUSD for users
35:22 - Do sNUSD holders have to lock for any duration?
41:45 - Thoughts on Neutrl’s future yield distribution
43:40 - Future yield strategies for Neutrl
44:41 - How scalable is the Neutrl system for sNUSD?
46:11 - Closing
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🔗 Guest Links 🔗
► Neutrl website: https://www.neutrl.fi/
► Neutrl on X: https://x.com/neutrl_labs
► Behrin on X: https://x.com/behrin_n
------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
Luke Youngblood is the Founder of Moonwell and Mamo.
In this episode, Luke shares what opportunity he sees ahead for Base builders and users, as one of the earliest DeFi founders on Coinbase's Ethereum L2. We explore Coinbase’s vision for integrating Base into its retail products, including DeFi mullet style products like the new USDC lending on Morpho. He even drops insights on the future Base token, and how projects like Moonwell and Mamo are positioned to benefit from this economic stimulus to serve even more of Coinbase's customers coming onchain.
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🔗 Essential Show Links 🔗
► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/
------
🔗 Essential Show Links 🔗
► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/
------
The Edge Podcast Sponsor Resources
♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE
♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS
🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD
🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD
🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET
🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE
⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE
📈 RUMPEL | TURN POINTS INTO PROFITS
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
------
Timestamps
0:00 - Intro
6:46 - The state of Base L2 and Coinbase’s vision
13:43 - Implications of a Base token
16:11 - Future of content creation on Base
22:54 - Coinbase’s pursuit of a banking charter
27:03 - Coinbase’s DeFi mullet strategy
31:16 - Sponsor break
32:26 - Overview of Moonwell and its growth
39:14 - New Moonwell credit facility
50:31 - Sponsor break
51:56 - Mamo, the personal finance AI agent
57:43 - Navigating Mamo for beginners
1:02:10 - Mamo’s unique tokenomics and LP fees for stakers
1:08:49 - Collaborations and future prospects with Coinbase
1:19:39 - Closing
------
🔗 Guest Links 🔗
► Moonwell website: https://moonwell.fi/
► Moonwell on X: https://x.com/moonwelldefi
► Mamo website: https://mamo.bot/
► Mamo on X: https://x.com/mamo
► Luke on X: https://x.com/lukeyoungblood
------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad and Nomatic hold MAMO. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
Ryan Berckmans is an Ethereum community member and investor in ETH.
In this episode, Ryan explains why Ethereum’s fundamentals are still outpacing ETH’s price, even after a 3x run since his last guest appearance in April. We dive into why he believes Ethereum can power 1000x growth in the onchain economy, what that means for ETH’s value, and the key catalysts ahead, from Vitalik’s vision for low-risk DeFi to the upcoming Fusaka upgrade.
------
🔗 Essential Show Links 🔗
► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/
------
The Edge Podcast Sponsor Resources
♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE
♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS
🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD
🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD
🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET
🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE
⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE
📈 RUMPEL | TURN POINTS INTO PROFITS
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
------
Timestamps
0:00 - Intro
8:12 - Key factors behind changing sentiment on Ethereum
13:04 - The impact of Etherealize
15:28 - A more united front at the Ethereum Foundation
20:30 - Vitalik’s vision for “low-risk DeFi”
32:04 - Sponsor break
33:14 - To believe in somETHing
36:21 - Why is ETH still undervalued?
44:03 - Sponsor break
45:28 - The defensibility of Ethereum vs new alt L1 competitors
52:44 - Ethereum's reliability is an outlier feature
55:19 - Upcoming Fusaka upgrade for Ethereum
1:00:19 - Is the 4-year cycle still in play?
1:04:21 - Thoughts on ETH price in 2026 vs 2030
1:18:25 - Closing
------
🔗 Guest Links 🔗
► Last episode with Ryan: https://youtu.be/2AX2GlJAmho
► Ryan Berckmans on X: https://x.com/ryanberckmans
------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad, Nomatic, and Ryan are all clearly invested in ETH. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
Shiv Shankar is the CEO at Boundless Network.
In this episode, we dive into the rise of Zero-Knowledge (ZK) technology, exploring how ZK can transform blockchains like Ethereum and beyond. From quantum-proof security to a universal ZK protocol, learn why so many builders in DeFi and Web3 believe ZK is key to the next era of scalability, privacy, and interoperability.
------
🔗 Essential Show Links 🔗
► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/
------
The Edge Podcast Sponsor Resources
♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE
♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS
🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD
🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET
🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE
⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE
📈 RUMPEL | TURN POINTS INTO PROFITS
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
------
Timestamps
0:00 - Intro
7:41 - RISC Zero and Boundless origin story
14:47 - Why you should care about ZK
19:26 - Transformational potential of ZK in existing chains
25:06 - Sponsor break
26:16 - How ZK can address future risk of quantum computing
31:20 - ZK spreading to other industries
38:31 - Boundless Mainnet and its significance
42:25 - The world’s 1st full Ethereum consensus proofs
49:14 - Sponsor break
50:39 - How ZK can improve the DeFi UX
55:10 - Urgency for ZK adoption in Ethereum’s roadmap
1:05:08 - Competitive landscape in ZK
1:09:02 - Introducing Signal, starting with Ethereum
1:11:35 - What's the moat around this open source work?
1:19:35 - Boundless network powered by ZKC token
1:20:45 - Closing
------
🔗 Guest Links 🔗
► Boundless website: https://boundless.network/
► RISC Zero website: https://risczero.com/
► Boundless on X: https://x.com/boundless_xyz
► RISC Zero on X: https://x.com/risczero
► Shiv on X: https://x.com/ssh_nkar
------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad invested in RISC Zero in 2023. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
Sid Powell is the CoFounder and CEO at Maple.
In this episode, interview Sid about how Maple achieved 10X growth in 2025, from $400M to $4B TVL, and what the next five years could look like for onchain lending, institutional adoption, and new products like syrupBTC.
------
🔗 Essential Show Links 🔗
► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/
------
The Edge Podcast Sponsor Resources
♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE
♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS
🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD
🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE
⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE
📈 RUMPEL | TURN POINTS INTO PROFITS
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
------
Timestamps
0:00 - Intro
6:52- The opportunity and mission behind Maple
9:50 - Institutional lending and borrowing onchain
12:28 - The BD engine behind Maple is a moat
15:45 - 10X growth in 2025
17:28 - How Maple’s revenue flows back to SYRUP holders
19:17 - Sponsor break
20:27 - Why TradFi finally sees DeFi as legit
26:01 - Future trends in onchain yields
30:51 - Maple’s expansion to Solana with syrupUSDC
34:37 - How syrupUSDC works
37:43 - Demand to loop syrupUSDC + expansion to Eth L2s
41:08 - Sponsor break
42:57 - Maple is a launch partner for Plasma
45:49 - The Aave Effect and implications for Maple looping
48:45 - New syrupBTC product coming soon
53:34 - 5-year outlook for Maple
56:15 - Closing
------
🔗 Guest Links 🔗
► Maple website: https://maple.finance/
► Maple on X: https://x.com/maplefinance
► Sid Powell on X: https://x.com/syrupsid
------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
Paul Faecks is the Founder of Plasma.
In this episode, we prepare for Plasma's mainnet launch with all you need to know as a DeFi stablecoin user. Paul shares his vision for Plasma DeFi, why they chose to build an L1 specifically for stablecoins, how they'll attract liquidity, and what to look for at mainnet launch.
------
🔗 Essential Show Links 🔗
► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/
------
The Edge Podcast Sponsor Resources
♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE
♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS
🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD
🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET
🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE
⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE
📈 RUMPEL | TURN POINTS INTO PROFITS
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
------
Timestamps
0:00 - Intro
8:47 - Paul’s background
11:14 - Why stablecoins have product-market fit
15:15 - USDT dominance
16:26 - Overview of Plasma
20:47 - Designing for future uncensorable products
22:55 - How Plasma consensus works
23:37 - Why did Plasma build an L1 vs an Ethereum L2?
25:18 - Bridging native BTC over to Plasma
26:29 - Sponsor break
27:38 - DeFi strategy and cold start problem
32:04 - Building for DeFi more than just payments
35:10 - Will Plasma evolve into a general purpose L1?
37:15 - Sponsor break
38:40 - Synergy between payments and DeFi
40:27 - Competition for stablecoin-focused chains
42:36 - Impact of GENIUS Act on stablecoins
44:00 - Has Tether outgrown Tron?
46:13 - Plasma go-live in late Sept 2025
47:07 - Closing
------
🔗 Guest Links 🔗
► Plasma website: https://www.plasma.to/
► Plasma on X: https://x.com/plasmaFDN
► Paul on X: https://x.com/pauliepunt
------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
Tim is the Global Head of Strategy at Mantle and YZ is Product Lead.
Mantle is placing some of the biggest bets on their Ethereum L2, a DeFi neobank (UR), a long-standing $500M ETH treasury, and a new major Bybit partnership. In this episode, we unpack the implications of all this in growing demand for their DeFi economy.
------
🔗 Essential Show Links 🔗
► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/
------
The Edge Podcast Sponsor Resources
♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE
♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS
🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET
🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE
⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR
🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE
📈 RUMPEL | TURN POINTS INTO PROFITS
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
------
Timestamps
0:00 - Intro
6:48 - Tim and YZ’s roles at Mantle
11:30 - What is Mantle Index Four (MI4)?
14:07 - UR, a money app for crypto natives
17:40 - What will drive new users to DeFi neobanks?
20:25 - Bybit partnership and its implications for Mantle
23:12 - Sponsor break
24:17 - Expectations for Bybit-Mantle rollout
26:25 - Mantle’s ETH treasury and thoughts on DATs
31:26 - The road to $80k ETH
33:16 - Sponsor break
34:10 - Could Mantle ever deploy an MNT DAT?
35:06 - Why Mantle as an L2?
37:27 - Closing
------
🔗 Guest Links 🔗
► Mantle website: https://mantle.xyz/
► UR website: https://ur.app/
► Mantle on X: https://x.com/mantle_official
► Tim on X: https://x.com/tx0zz
► YZ on X: https://x.com/ngyingzhong
------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad and Nomatic hold ETH. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
Jacob Chudnovsky is the Founder of 3Jane.
In this episode, we explore how 3Jane is pioneering the holy grail of DeFi, unsecured credit and loans. Jacob explains how 3Jane will unlock a multi-trillion-dollar credit-based market for DeFi, by combining onchain and offchain credit scoring using zkTLS, innovative repayment mechanics, and a dual-token yield model to offer competitive lending yield, plus new DeFi use cases.
------
🔗 Essential Show Links 🔗
► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/
------
The Edge Podcast Sponsor Resources
♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE
♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS
🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET
🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE
⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE
📈 RUMPEL | TURN POINTS INTO PROFITS
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
------
Timestamps
0:00 - Intro
6:48 - Jacob’s background
9:00 - Opportunity for DeFi unsecured credit
14:35 - How 3Jane assesses credit offchain and onchain
21:53 - Sponsor break
23:04 - How would 3Jane collect debt from delinquent borrowers?
25:58 - Building the 3Jane credit score algorithm
29:57 - Role of USD3 vs sUSD3
32:29 - How repayment works in 3Jane vs DeFi secured loans
33:49 - Two-token yield setup with USD3 and sUSD3
35:10 - Sponsor break
36:35 - Novel use cases for DeFi built on 3Jane
40:10 - Q3 rollout expectations for 3Jane
42:26 - Future of agentic users on 3Jane
46:27 - Details on future 3Jane token
47:55 - Closing
------
🔗 Guest Links 🔗
► 3Jane website: https://www.3jane.xyz/
► 3Jane on X: https://x.com/3janexyz
► Jacob on X: https://x.com/_yakovsky
------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad and Nomatic invested in 3Jane's seed round. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
Zak is a long time Ethereum developer and a member of the Ethereum Community Foundation (ECF).
In this brief Yield Talks session, we discuss a clever new idea for tracking tokenized burned ETH called BETH, designed to make it easily visible and auditable for anyone who's voluntarily burns ETH to improve ETH's monetary value. Zak shares how it might be useful for Ethereum ecosystem players such as L2s, who could prove how much ETH they've burned from transaction fees with BETH.
------
🔗 Essential Show Links 🔗
► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/
------
The Edge Podcast Sponsor Resources
♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE
♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS
🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET
🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE
⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE
📈 RUMPEL | TURN POINTS INTO PROFITS
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
------
Timestamps
0:00 - Intro to Zak and the ECF
4:33 - What is Proof of Burn and BETH?
6:33 - Sponsor break
8:54 - Who is BETH designed for?
9:54 - Excitement over BETH but questions remain
13:45 - Will BETH ever trade above $0 or could it hold any value?
15:40 - Sponsor break
16:51 - Forcing better economic alignement between L2s and L1
18:26 - A better standard for easily tracking burned ETH
21:17 - BETH apps and tracker needs to be built
22:35 - Closing
------
🔗 Guest Links 🔗
► Ethereum Community Foundation website: https://ethcf.org/
► Proof of Burn and BETH blog post: https://ethcf.org/introducing-beth-eths-proof-of-burn-token/
► ECF on X: https://x.com/ethcforg
► Zak on X: https://x.com/0xzak
------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad and Nomatic hold ETH. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
Matthias Seidl (Matze) is CoFounder and Lorenz Lehmann is Research Lead at growthepie.
In this episode, we review growthepie's recent report on Ethereum's 10-year anniversary, "Building The World Ledger." Ethereum’s first decade has been defined by landmark upgrades such as The Merge and Dencun, the rise of Layer 2 scaling, and bold experiments that shape how value flows back to ETH. This episode breaks down the key milestones, ecosystem, use cases, and roadmap that will further cement Ethereum as the world’s most trustless and reliable ledger.
------
🔗 Essential Show Links 🔗
► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/
------
The Edge Podcast Sponsor Resources
♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE
♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS
🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET
🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE
⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE
📈 RUMPEL | TURN POINTS INTO PROFITS
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
------
Timestamps
0:00 - Intro
5:46 - growthepie, an Ethereum analytics tool
7:29 - The significance of Ethereum’s 10-year track record
8:27 - Two most important upgrades, The Merge and Dencun
11:20 - Impact of Dencun lowering transaction costs vs ETH burn bulls
13:45 - The role of L2s in the Ethereum ecosystem
16:49 - How does L2 success translate to ETH value accrual?
24:33 - Sponsor break
25:44 - Celo cut 99.8% of security costs becoming an L2
30:06 - Why might teams like Circle still launch an L1?
34:30 - Most compelling use cases on Ethereum today
38:27 - Sponsor break
39:52 - Ethereum’s roadmap and future network upgrades
43:17 - Scaling Ethereum L1 to 10k tps and what it means for L2s
47:57 - Is Ethereum now headed in the right direction?
50:33 - Closing
------
🔗 Guest Links 🔗
► growthepie website: https://www.growthepie.com/
► growthepie Ethereum report: https://www.growthepie.com/quick-bites/anniversary-report
► growthepie on X: https://x.com/growthepie_eth
► Matze on X: https://x.com/web3_data
► Lorenz on X: https://x.com/LehmannLorenz
------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad and Nomatic hold ETH. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
Mike Silagadze is the CoFounder at ether.fi.
In this episode, we dive into how Mike's team is building a full-service DeFi neobank. From native liquid staking to automated investing vault strategies, to real-world debit card spending, fiat on/off-ramps, tokenized stocks, and access to Hyperliquid perps, Mike explains how ether.fi is bridging onchain finance to the real world.
------
🔗 Essential Show Links 🔗
► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/
------
The Edge Podcast Sponsor Resources
♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE
♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS
🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET
🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE
⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE
📈 RUMPEL | TURN POINTS INTO PROFITS
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
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Timestamps
0:00 - Intro
5:57 - The impact of ETH’s rising price on ether.fi
9:35 - Broader vision for ether.fi
15:40 - ether.fi Liquid vaults
17:03 - ether.fi Cash, bridging onchain and real-world spending
24:17 - ether.fi offers a better DeFi neobank
27:32 - Security and recovery features for Cash users
29:59 - Fiat rails and virtual US bank accounts
32:00 - Sponsor break
33:11 - Integrating tokenized stocks into ether.fi
35:53 - ether.fi Trade and offering new access to Hyperliquid
40:50 - Sponsor break
42:15 - Integration with HYPE LST for Cash and Liquid users
43:16 - ether.fi looking to work with ETH treasury companies
48:13 - Could Microstrategy ever tap into DeFi with eBTC?
50:45 - Closing
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🔗 Guest Links 🔗
► ether.fi website: https://ether.fi/
► ether.fi Cash sign-up (ref link): https://www.ether.fi/refer/defidad
► ether.fi on X: https://x.com/ether_fi
► Mike Silagadze on X: https://x.com/MikeSilagadze
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All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad invested in ether.fi's seed round. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
Samyak Jain is the CoFounder of Instadapp and Fluid. Kash Dhanda is a core contributor at Jupiter.
In this episode, we take you inside one of the most influential alliances recently formed in DeFi, one bridging two reputable DeFi builders from Solana and Ethereum. Jupiter Lend is expected to go from private beta to public launch any day now, offering isolated lending and borrowing vaults on Solana. We explore how Jupiter teamed up with the DeFi pioneers at Fluid/Instadapp on Ethereum to bring these innovative features for a hybrid lending/borrowing-meets-DEX protocol over to Jupiter's massive community of users on Solana. Plus, we dig into what's new with Fluid DEX Lite and Fluid DEX V2 on Ethereum!
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🔗 Essential Show Links 🔗
► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/
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The Edge Podcast Sponsor Resources
♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE
♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS
🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET
🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE
⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE
📈 RUMPEL | TURN POINTS INTO PROFITS
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
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Timestamps
0:00 - Intro
6:08 - Jupiter, Solana’s DeFi super-app
7:57 - Fluid’s early success
10:49 - Collaboration between Jupiter and Fluid
14:07 - Navigating complexity of a DeFi partnership
17:54 - Innovations of Fluid, now in Jupiter Lend
21:48 - Jupiter Lend introducing feature to migrate loans
25:27 - Sponsor break
26:38 - Which vaults will go live in Jupiter Lend public beta?
29:29 - Protocol incentives anticipated for Jupiter Lend launch
31:58 - Revenue share between Jupiter x Fluid
34:15 - FLUID buybacks
37:26 - Thoughts on Fluid DEX flipping Uniswap on daily volume
44:21 - Sponsor break
45:46 - Fluid DEX Lite, the most gas-efficient DEX
49:55 - Fluid DEX V2 coming soon
51:50 - What’s next for Jupiter?
53:41 - Jupiter Portfolio
54:29 - What’s next for Fluid?
56:22 - Closing
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🔗 Guest Links 🔗
► Jupiter Lend website: https://jup.ag/lend
► Jupiter Portfolio website: https://jup.ag/portfolio
► Jupiter on X: https://x.com/jupiterexchange
► Fluid website: https://fluid.io/
► Fluid on X: https://x.com/0xfluid
► Samyak Jain on X: https://x.com/smykjain
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All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad and Nomatic hold FLUID. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.